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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,116 | $95,453-17.1% | $112,040-29.4% | $82,448-4.0% |
| Participation rate | 65.7% | 72.8%-7.0pp | 76.5%-10.8pp | 68.1%-2.4pp |
| Annual return | 14.85% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $484 | $2,318-79.1% | $2,954-83.6% | $2,551-81.0% |
| Participant deferral / active EE | $3,939 | $4,224-6.7% | $5,098-22.7% | $4,139-4.8% |
| Admin fee / account holder | $6,650 | $9,013-26.2% | $12,098-45.0% | $7,234-8.1% |